Showing and hiding columns in Case Reports

You can add and hide columns in select reports in Case Reports. When a column is added or hidden, you must save the configured view to retain the view for future use. If the view is not saved, then the next time you access the report, the default view is shown.

  1. Log in to Case Management as an administrator.
  2. Select Analytics > Case Management Analytics.
  3. Click Case Reports.
  4. Select a report.
    Note: You cannot customize the columns in some reports because they have fixed layouts.
  5. Click the ellipsis and select Show/Hide Columns.
  6. Select the columns that you want to show in the report, and clear the columns that you want to hide.
  7. To reposition a column, click the column heading and drag it into position.
  8. To save your view:
    1. Click the ellipsis.
    2. Select Save My View.
    3. Click Yes.